Business Tech Audit
The
Keep
,
Cancel
, or
Automate
Decision Matrix
✓
1. The Keep Column
Essential, high-ROI & used daily
+ Add tool
Why keep it?
Critical to core workflow (e.g. CRM)
Generates direct revenue
Team adoption rate > 90%
None of the above
⚠
2. The Cancel Column
Redundant, over-hyped & unused
+ Add tool to cancel
Total estimated
monthly savings
$0
↻
3. The Automate Column
Repetitive, time-consuming, low-value tasks
⚙ Zapier
/ Make
→
</> API
/ Custom
+ Add automation task
Total hours saved
per week
0 hrs
Keep: 0 tools
Cancel: $0/mo saved
Automate: 0 hrs/wk
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